Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$443K Sell
1,956
-92
-4% -$20.8K 0.09% 60
2025
Q1
$340K Sell
2,048
-42
-2% -$6.97K 0.08% 66
2024
Q4
$413K Buy
2,090
+19
+0.9% +$3.75K 0.1% 59
2024
Q3
$360K Sell
2,071
-69
-3% -$12K 0.09% 60
2024
Q2
$372K Buy
2,140
+186
+10% +$32.3K 0.11% 55
2024
Q1
$266K Buy
+1,954
New +$266K 0.08% 70